Aa Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Aa Financial Advisors, LLC
- $375 Billion
- Q4 2024
A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 16,964 shares of SCHD stock, worth $472,108. This represents 0.12% of its overall portfolio holdings.
Number of Shares
16,964
Previous 5,614
202.17%
Holding current value
$472,108
Previous $475 Million
2.34%
% of portfolio
0.12%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio